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iShares 1-3 Year Treasury Bond ETF

1,075 hedge funds and large institutions have $18.5B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 380 increasing their positions, 453 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,075
Holders Change
-24
Holders Change %
-2.18%
% of All Funds
15.63%
Holding in Top 10
78
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.24%
% of All Funds
1.13%
New
100
Increased
380
Reduced
453
Closed
98
Calls
$24.1M
Puts
$3.27M
Net Calls
+$20.9M
Net Calls Change
-$17.1M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
751
Advisors Capital Management
New Jersey
$477K +$477K +5,839 New
WPWM
752
Windward Private Wealth Management
Kansas
$477K -$14.8K -181 -3%
TC
753
Trust Company
Kansas
$477K
QWM
754
Quadcap Wealth Management
Texas
$476K -$189K -2,320 -28%
NCM
755
NCM Capital Management
New Jersey
$475K +$1.63K +20 +0.3%
CTWM
756
Cherry Tree Wealth Management
Minnesota
$472K
BMCM
757
Bryn Mawr Capital Management
Pennsylvania
$472K -$495K -6,061 -51%
HH
758
Hilltop Holdings
Texas
$471K -$202K -2,479 -30%
WDC
759
Woodward Diversified Capital
California
$467K +$467K +5,720 New
SAA
760
Southeast Asset Advisors
Georgia
$466K
HWP
761
Heritage Wealth Partners
Ohio
$463K -$117K -1,439 -20%
BB
762
Busey Bank
Illinois
$454K
BA
763
Ballast Advisors
Minnesota
$452K -$60.1K -736 -12%
BPC
764
Banque Pictet & Cie
Switzerland
$446K
DWP
765
Daymark Wealth Partners
Ohio
$446K +$24.5K +300 +6%
SS
766
Sunbelt Securities
Texas
$444K -$46.6K -571 -9%
SOS
767
Silver Oak Securities
Tennessee
$443K -$294K -3,599 -40%
MGIA
768
Moneta Group Investment Advisors
Missouri
$442K -$169K -2,074 -28%
MPWT
769
MassMutual Private Wealth & Trust
Connecticut
$432K -$373K -4,563 -46%
AWS
770
Arkfeld Wealth Strategies
Nebraska
$431K +$1.63K +20 +0.4%
SWA
771
Sax Wealth Advisors
New Jersey
$431K -$52.5K -643 -11%
FHB
772
First Hawaiian Bank
Hawaii
$430K
HW
773
Hancock Whitney
Mississippi
$423K
WAM
774
WNY Asset Management
New York
$420K +$9.31K +114 +2%
USCWA
775
U.S. Capital Wealth Advisors
Texas
$417K